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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.

    When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.

    2 votes

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  2. having an option to set up autoreminders for all the documents created by a particular user of the account

    2 votes

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  3. ability to change the contact's name in the document

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Ability to use the hubspot mobile app with PandaDoc

    17 votes

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  5. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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  6. two separate documents side by side for editing

    5 votes

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  7. 21 votes

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  8. 5 votes

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  9. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Integration with Justworks.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Automatically put the value from one pricing table in another pricing table

    22 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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  14. 3 votes

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  15. Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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  16. Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. 11 votes

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    1 comment  ·  Localization  ·  Admin →
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  18. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  19. Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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  20. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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